Pasadena Private Wealth, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 551 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 1.00 and the average weighting 0.9%.

Quarter-by-quarter ownership
Pasadena Private Wealth, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$21,597,000
+5129.3%
447,509
+5476.4%
7.60%
+4650.0%
Q3 2020$413,000
-97.6%
8,025
-97.6%
0.16%
-97.5%
Q2 2020$17,197,000
-9.8%
333,077
-9.8%
6.52%
-16.9%
Q1 2020$19,059,000369,1427.85%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 344,050$17,054,54612.25%
Quantum Capital Management, LLC / NJ 579,803$28,741,0007.92%
MinichMacGregor Wealth Management, LLC 226,718$11,224,0007.40%
USAdvisors Wealth Management, LLC 204,832$10,154,0007.27%
Hilton Capital Management, LLC 874,144$43,331,0006.47%
Invst, LLC 229,185$11,347,0005.78%
Carlton Hofferkamp & Jenks Wealth Management, LLC 165,178$8,187,0005.02%
Allen Capital Group, LLC 297,613$14,753,0004.90%
JUNCTURE WEALTH STRATEGIES, LLC 184,289$9,135,0004.78%
Relaxing Retirement Coach 312,837$15,502,0004.65%
View complete list of SCHWAB STRATEGIC TR shareholders